Client Service Specialist

4 days ago


Salt Lake, Utah, United States Prime Capital Financial Full time
Client Service Specialist

We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a crucial role in delivering exceptional client service and building strong relationships with our clients.

Key Responsibilities:
  • Client Relationship Management: Build and maintain strong relationships with clients, providing prompt and professional assistance.
  • Administrative Support: Handle administrative tasks such as scheduling appointments, managing calendars, and coordinating meetings for Financial Advisors.
  • Operational Efficiency: Collaborate with internal departments to ensure seamless operational processes and timely execution of client requests.
Requirements:
  • Education: High School Diploma or equivalent required; Bachelor's Degree preferred or equivalent financial services industry experience.
  • Experience: Prior financial services industry experience preferred.
  • Skills: Strong technology skills are required, including experience with Microsoft Suite, Google Suite, CRM, Salesforce, and Adobe.
Benefits:
  • Health, Dental, Vision, Group Life & Disability, HSA
  • 401(k)
  • Teladoc
  • Generous PTO
  • 12 Paid Holidays
  • EAP


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